+195.5%
AMGN vs HBAN
+163.4%
+32.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.5% |
| 7D | -13.7% | -1.0% | -12.7% | -13.5% |
| 30D | -8.8% | -5.6% | -3.2% | -7.8% |
| 3M | +7.2% | -1.1% | +8.3% | +7.3% |
| 6M | +1.3% | +9.9% | -8.6% | -0.8% |
| YTD | +17.6% | -0.9% | +18.6% | +17.4% |
| 1Y | +37.2% | -1.4% | +38.6% | +36.9% |
| 3Y | +57.7% | +78.2% | -20.5% | +38.2% |
| 5Y | +106.3% | +37.0% | +69.2% | +86.5% |
| All | +195.5% | +163.4% | +32.1% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HBAN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling